LEONARD ADVISORY GROUP LLC

Overview

Leonard Advisory Group LLC is an independent, individually owned RIA that serves retail clients—primarily individuals and families—through a mix of financial planning, portfolio management for individuals and small businesses, and manager selection. The firm acts as a capital allocator and charges clients via a combination of percentage-of-AUM fees, hourly rates, and fixed fees. It does not describe itself as an active ESG investor and is not identified as a multistate or newly formed adviser. The firm maintains an industry connection with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices